Skip to content

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

  • About
  • Email | Podcast | RSS | SMS
  • Contact Support

Stratechery Plus

About Stratechery Plus
Subscribe
Member Forum

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
Companies

Foxconn

Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang

Posted onThursday, February 20, 2020Wednesday, May 26, 2021

Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.

Stratechery Plus

About Stratechery Plus
Subscribe
Member Forum

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
On the business, strategy, and impact of technology. © Stratechery LLC 2023 | Terms of Service | Privacy Policy